Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RW
1901
RVW Wealth
California
$1.18B +$116M +11% 9.13% 48.1% 173
LI
1902
LRI Investments
Florida
$1.18B +$142M +14% 12.2% 1,314
SCM
1903
SG Capital Management
Illinois
$1.18B +$181M +18% 13.6% 218% 86
NAS
1904
Nicolet Advisory Services
Wisconsin
$1.18B +$167M +17% 8.28% 51.9% 425
NRD
1905
Nebula Research & Development
New York
$1.17B +$92.8M +9% 11.4% 1,192
WAM
1906
Weatherly Asset Management
California
$1.17B +$57.9M +5% 8.14% 96.3% 185
WA
1907
WBH Advisory
Maryland
$1.17B +$101M +9% 8.39% 354
AT
1908
Avenir Tech
Hong Kong
$1.17B +$435M +59% 26.7% 40
UAS
1909
United Asset Strategies
New York
$1.17B +$94M +9% 12.5% 89.4% 254
JSC
1910
J. Stern & Co
United Kingdom
$1.17B +$127M +12% 17.3% 38
PIM
1911
Penobscot Investment Management
Massachusetts
$1.17B +$106M +10% 13% 84.3% 316
PIM
1912
Provident Investment Management
Michigan
$1.17B +$107M +10% 9.77% 83.7% 79
MSA
1913
MUFG Securities Americas
New York
$1.17B +$307M +36% 14.2% 509
QOP
1914
Quinn Opportunity Partners
Virginia
$1.16B -$258M -18% 9.44% 47.9% 436
IAS
1915
Insigneo Advisory Services
Florida
$1.16B +$195M +20% 12.6% 717
VV
1916
Verity & Verity
South Carolina
$1.16B +$24.7M +2% 4.47% 47.2% 138
EFG
1917
Ethos Financial Group
Pennsylvania
$1.16B +$117M +11% 8.35% 541
HCA
1918
Heck Capital Advisors
Wisconsin
$1.16B +$273M +31% 8.22% 38.8% 256
NGA
1919
Naples Global Advisors
Florida
$1.16B +$110M +10% 10.1% 57% 420
BBA
1920
Baader Bank Aktiengesellschaft
Germany
$1.16B +$172M +17% 15.7% 92% 486
HFM
1921
Hartford Funds Management
Pennsylvania
$1.16B +$53.6M +5% 4.31% 18% 106
GGS
1922
Galvin Gaustad & Stein
Arizona
$1.16B +$41.9M +4% 6.33% 40.7% 201
EIA
1923
Edgemoor Investment Advisors
Maryland
$1.16B +$70.9M +7% 10.5% 82.3% 174
CPA
1924
Cardiff Park Advisors
California
$1.16B +$124M +12% 13.6% 86.6% 359
PCM
1925
Penn Capital Management
Pennsylvania
$1.16B +$130M +13% 17.9% 105% 188